WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$745M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.93M
3
+$2.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.31M
5
V icon
Visa
V
+$1.27M

Top Sells

1
+$2.04M
2
+$911K
3
+$701K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$699K
5
PM icon
Philip Morris
PM
+$615K

Sector Composition

1 Healthcare 10.99%
2 Technology 9.89%
3 Financials 8.07%
4 Energy 7.98%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$11K ﹤0.01%
350
752
$11K ﹤0.01%
280
753
$11K ﹤0.01%
334
754
$11K ﹤0.01%
335
755
$10K ﹤0.01%
55
756
$10K ﹤0.01%
143
757
$10K ﹤0.01%
100
758
$10K ﹤0.01%
700
759
$10K ﹤0.01%
500
760
$10K ﹤0.01%
1,375
761
$10K ﹤0.01%
250
762
$10K ﹤0.01%
375
763
$10K ﹤0.01%
750
764
$10K ﹤0.01%
498
765
$10K ﹤0.01%
268
-100
766
$10K ﹤0.01%
87
767
$10K ﹤0.01%
2,017
768
$10K ﹤0.01%
390
769
$9K ﹤0.01%
150
-150
770
$9K ﹤0.01%
691
771
$9K ﹤0.01%
99
772
$9K ﹤0.01%
1,160
773
$9K ﹤0.01%
115
774
$9K ﹤0.01%
672
775
$9K ﹤0.01%
300
29 30
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32 33